Manage Groups and Shared Carts in iBuyNU

This guide discusses how to manage Groups and Shared Carts created in iBuyNU.

You can create a shopping cart in iBuyNU that others can add to, edit and checkout.

Create/Manage Groups in iBuyNU

To share a cart with a group, you must first create that group in iBuyNU:

1. On the left-hand navigation, click Shop/Carts > Admin > Manage Groups for Shared Carts

2. Click Create New Group
3. Add Name of New Shared Cart User Group
4. Optional: Add Description
5. Click user to add new User Group Members

6. Enter for user's Last Name, First Name and/or Email.
7. Click Search

8. Matching search results will be displayed. Under action, click select for the user(s) that you would like to add.
9. The Selected User(s) will be shown above. When all of the desired users from your search have been added, click Add Selected Users.

10. Users will be added to the new group. Once all desired users have been added, click Save.

11. The new group will be created and displayed under Shared Cart User Groups.
    • As the owner, you will automatically be added as a member of the group.
12. Optional: To make any changes to an existing Shared Cart User Group, select the group and make the desired changes (Group Name, Description, Add/Remove Users, Mark as Active/Inactive)

Create a Group Cart

To create a group cart:

1. Shop and add items to your shopping cart. For information on shopping and creating a cart, see Create and Assign a Shopping Cart Training Document KB article.
2. Click the cart icon on the header bar.
3. Click View My Cart.
4. iBuyNU displays your current shopping cart. Click the 3 dots (Shopping Cart Actions) > Hover over Share Cart With >Select the Group you would like share you cart with

iBuyNU adds the cart to your Group Cart and adds it to the Group Cart of the members you included. iBuyNU also sends an email to the group members notifying them that they’ve been invited to a group cart.

5. Unlock cart to allow other users in the group to make changes to the cart.

6. Lock cart to prevent other users in the group from making changes to the cart
   • Cart must be locked to Assign or Checkout

 View and Edit a Group Cart

1. On the left-hand navigation, click Shop/Carts > Admin > Manage Groups for Shared Carts

2. Click the Shared Carts tab and under Action, select View.

 

From the Shared Cart page you can edit the cart, assign it for purchasing (Shopper or Requester) or check the cart out (Requester), or empty the cart.

Add Items

1. On the left-hand navigation, click the icon to view/shop supplier catalogs.

Edit or Empty a Group Cart

1. Click theto lock the cart.
2. Edit the Cart Name via the Summary box.

3. To remove items from the cart, select the item check box and select Remove Selected Items.

4. To empty the cart, click the 3 dots (Shopping Cart Actions) > Empty Cart

4. Optional: the cart when changes are complete to allow other users in the group to make changes.

Assign the Cart for Purchasing or Check Out

1. If the cart is unlocked, lock it by clicking the  button.
   • Cart must be locked to Assign or Checkout
2. Click Assign Cart:

3.  Assign Cart: User Search dialogue box will appear. Click Search to search for a user.

4. User Search dialogue box will appear: Enter Last Name, First Name and/or Email of desired user.
5. Click Search.

 

 

6.  Users matching search will be displayed. Under Action, select the plus sign for the user you would like to assign the cart to.

 

 

7. Optional: Add Note to Assignee.
8. Click Assign button.

iBuyNU sends an email notification to the Requester and changes the Type in the Group Cart display to Pending. 

9. To checkout (Requester only): click Final Cart Review button.

10. Click Checkout.

iBuyNU sends an email notification to the Requester and changes the cart type in to Assigned Carts. 

 

Additional Resources

• Procurement and Payment Services
• Phone: 847-491-8120
• procurement@northwestern.edu

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For additional assistance please contact the IT Support Center at 847-491-4357 (1-HELP) or email servicedesk@northwestern.edu.